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Podcast: The Meb Faber Show - Better Investing
Episode: J.P. Morgan's Gabriela Santos Likes International Stocks for 2024 | #513
Description: Today’s guest is Gabriela Santos, Chief Market Strategist for the Americas at J.P. Morgan Asset Management.In today’s episode, Gabi shares her view of the world after a year where the Magnificent 7 has dominated the headlines. She hammers home her excited about the opportunity set outside of the U.S. She explains why she likes the set up for Japan and India, why nearshoring is just one of the reasons why she’s bullish on Mexico, and why she thinks China has become more of a tactical trading market.  -----Follow...